343 Folgen

  1. Fed Hike Expectations Jump Higher

    Vom: 20.2.2023

  2. The Wetherspoon’s Inflation Indicator, In Which Our Intrepid Podcaster Buys A Round

    Vom: 9.2.2023

  3. Jay Powell: “The Labor Market is Extraordinary”.

    Vom: 8.2.2023

  4. Bonds ❤️ Central Banks

    Vom: 3.2.2023

  5. Bregret? Three Years After Brexit, How Did It Go?

    Vom: 31.1.2023

  6. Instantaneous Inflation - Back to Target but Next Week the Fed, BoE and ECB Will All Hike

    Vom: 27.1.2023

  7. Brazil 🇧🇷 and Argentina 🇦🇷 Talking About A Single Currency Zone

    Vom: 23.1.2023

  8. 🇯🇵 A Japan Special - YCC and Kuroda 🇯🇵

    Vom: 20.1.2023

  9. Debt Ceiling Self-Sabotage

    Vom: 20.1.2023

  10. The Risk Rally Continues - Credit Loves the Good News Narrative

    Vom: 16.1.2023

  11. Bluebirds>Black Swans. Hope for 2023?

    Vom: 12.1.2023

  12. Season 9 of UJWOB: the end of the Negative Yielding Bond Era

    Vom: 6.1.2023

  13. Uncle Jim’s 2023 Bond Market Outlook

    Vom: 9.12.2022

  14. The End of Season 8 of UJWOB: The Powell Pivot?

    Vom: 5.12.2022

  15. Alan Blinder: A Monetary & Fiscal History of the United States 1961-2021

    Vom: 2.12.2022

  16. China 🇨🇳 Protests

    Vom: 28.11.2022

  17. The Fixed Income Everything Rally.

    Vom: 25.11.2022

  18. Paul the Octopus v Goldman Sachs

    Vom: 21.11.2022

  19. The Inflation Turning Point?

    Vom: 14.11.2022

  20. Midterms, Menu Costs, Crypto

    Vom: 10.11.2022

6 / 18

There is nothing more fascinating than a fixed income instrument. Nothing. Listen to Jim transport you to a world of convexity, basis points, covenants and debt-to-gdp. For professional investors only. No advice here. No mention of funds or products. Personal thoughts, not that of any employer.

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